· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STORYCENTER — STORYCENTER 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240627154558NAL0022039298001
STORYCENTER
Form 5500-SF
FILING_RECEIVED
STORYCENTER 401 K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$489K
Net assets (EOY)
$489K
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STORYCENTER
.
Find decision makers
Plan sponsor
Name
STORYCENTER
EIN
94-2660844
Address
1442A WALNUT ST · #417 · BERKELEY, CA · 94709
Phone
(510) 220-7558
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
HEALTH CARE CONSULTING, INC.
HEALTH CARE CONSULTING, INC. 401K PLAN
$489K · 3 participants
D.I.Y. RESTAURANT GROUP INC.
D.I.Y. RESTAURANT GROUP AND AFFILIATES 401(K) PLAN
$489K · 16 participants
HOLTGREVEN SCALE & ELECTRONICS CORP
HOLTGREVEN SCALE & ELECTRONICS CORP 401(K) RETIREMENT PLAN
$490K · 10 participants
HEADLINES THE SALON INC
HEADLINES THE SALON INC 401(K) PROFIT SHARING PLAN & TRUST
$490K · 39 participants
L&L CONSTRUCTION LLC
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
L&L CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN
$490K · 4 participants
QUALITY ENVIRONMENTAL SOLUTIONS & TECHNOLOGIES, INC.
QUALITY ENVIRONMENTAL SOLUTIONS & TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
$490K · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
